AGBVX Mutual Fund

AGBVX Mutual Fund

NAV$8.33
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Returns Overview

1 Month
+0.12%
3 Months
-0.52%
6 Months
-1.18%
YTD
+0.54%
1 Year
+2.03%
3 Years (annualized)
+3.95%
5 Years (annualized)
-0.30%
10 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AGBVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays Global Aggregate (USD Hedged) Index(LEGATRUH)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+0.20%
vs Peers
+0.33%

AGBVX Mutual Fund Performance

AGBVX performance across multiple time periods: 1-month 0.12%, YTD 0.54%, 1-year 2.03%, 3-year 3.95%, 5-year -0.30%, 10-year 1.20%.

AGBVX returns outperform the peer average of 0.20% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

AGBVX vs another fund shows side-by-side returns. AGBVX alternatives are available in the Mutual Fund Screener.